DeskPrep
EXCELintermediate~45 min

Options Greeks Worksheet

Compute and interpret the Greeks for a small options book under given market data.

The scenario

A small options book lands on your screen — a handful of lines, long and short, across strikes and maturities. The desk wants its risk in one glance: the Greeks per line and netted across the book, and a one-liner on what the net exposure actually means.

Where this shows up

Computing and reading a book's net Greeks is a staple options-trading screen at firms of this type.

options market makersderivatives trading desks

Firms such as Optiver, IMC, SIG.

DeskPrep is not affiliated with, endorsed by, or sponsored by any named firm. Firm names are used for illustrative, educational purposes only and do not imply that these materials are official assessments of, or are connected with, those firms.

Task brief

README.md
# Options Greeks Worksheet

**Role relevance:** Options market-making take-home.
**Estimated time:** 45 minutes  ·  **Difficulty:** Intermediate  ·  **Format:** Excel (.xlsx)

## What you are given
- `options_greeks_worksheet_starter.xlsx` — a **Brief** tab, a **Formula Help** tab and a **Book** template (option lines + helper/Greek columns). Amber cells are yours to complete.

## What you must deliver
1. d1, d2, N(d1), n(d1), N(d2) per line (helper columns)
2. Delta, gamma, vega, theta per line, scaled by signed contracts
3. Net book Greeks and a delta-by-line chart
4. One line interpreting the net exposure (state vega/theta units)

## Submission note
Use the Formula Help tab for the BS-in-Excel patterns; the solution workbook shows every formula.

Your tasks

  1. 01Compute each line's Greeks via visible helper columns (d1, d2, N(d1), n(d1), N(d2)).
  2. 02Scale each Greek by the signed position — short lines flip the sign.
  3. 03Aggregate to net book-level Greeks.
  4. 04Read the delta-by-line chart and write one honest line interpreting the net exposure.

How you're assessed

Correct per-line Greeks3 pts
Correct position scaling & signs3 pts
Net aggregation2 pts
Sound interpretation1 pt
Conventions stated (vega/theta units)1 pt
Total10 pts

The full points-based mark scheme is included with the pack.

What you'll learn

  • How each Greek scales with position and nets across a book.
  • Why net gamma and net vega can have opposite signs (a calendar shape).
  • How to read a book's risk from its Greeks in one glance.

Study alongside